Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AT&T Long Term Savings and Security Plan Strategic Asset Allocation - Equal Weight Moderate | 2.10% | 14.80% | 15.70% | 16.62% | 9.65% | 8.86% | 8.14% | 7.76% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AT&T Long Term Savings and Security Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 14.80 | 15.70 | 16.62 | 9.65 | 8.86 | 8.14 | 7.76 | 2.10 | 23.31 | 22.04 | -2.13 | 6.17 | 22.08 | 18.72 | -2.36 | 6.47 | 4.10 | 1.76 | 5.13 | 14.63 | 11.25 | -1.86 | 9.46 | 26.99 | -20.76 | 8.86 | 10.17 | 7.57 | 10.01 | 22.51 | -5.59 | -0.79 |
| Sharpe Ratio | NA | 1.52 | 1.71 | 1.32 | 0.87 | NA | NA | 0.75 | 0.61 | 2.29 | 2.68 | -0.30 | 0.68 | 1.22 | 2.26 | -0.40 | 1.31 | 0.47 | 0.20 | 0.73 | 2.77 | 2.24 | -0.18 | 1.13 | 2.23 | -1.51 | 0.83 | 1.27 | 1.19 | 1.83 | 3.66 | -0.86 | -0.43 |
| Standard Deviation(%) | NA | 10.61 | 9.49 | 9.77 | 10.09 | NA | NA | 8.93 | 12.46 | 8.59 | 6.87 | 11.97 | 8.98 | 17.91 | 7.63 | 9.36 | 4.44 | 8.31 | 8.56 | 6.96 | 5.27 | 4.99 | 10.29 | 8.31 | 12.07 | 14.43 | 6.88 | 5.33 | 4.46 | 4.93 | 5.95 | 7.88 | 7.55 |
| Draw Down(%) | NA | 8.07 | 8.07 | 12.92 | 20.46 | NA | NA | 29.33 | 8.07 | 5.03 | 3.80 | 11.92 | 5.50 | 20.46 | 3.92 | 11.01 | 3.01 | 8.16 | 7.46 | 4.76 | 3.65 | 4.08 | 12.57 | 7.66 | 11.73 | 28.80 | 4.60 | 6.17 | 3.46 | 4.72 | 5.29 | 13.98 | 12.01 |
| Yield(%) | NA | 16.79 | 10.53 | 7.56 | 5.38 | NA | NA | 4.60 | NA | 4.49 | 16.09 | 6.75 | 4.64 | 2.76 | 4.42 | 5.17 | 1.06 | 1.77 | 4.40 | 3.19 | 3.68 | 4.13 | 3.14 | 3.33 | 3.62 | 3.27 | 5.78 | 4.05 | 4.43 | 3.90 | 4.07 | 2.99 | 4.78 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT&T Long Term Savings and Security Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.41%
Feb 2006 - Feb 2009 |
0.81%
Feb 2004 - Feb 2009 |
5.04%
Oct 2007 - Oct 2017 |
5.36%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AT&T Long Term Savings and Security Plan Strategic Asset Allocation - Equal Weight Moderate |
19.21%
May 2022 - May 2025 |
16.62%
Mar 2020 - Mar 2025 |
10.14%
May 2015 - May 2025 |
10.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart